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Regal Investment Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Regal Investment Advisors’s Portfolio BSCQ Stock Details BSCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$286K Sell
14,667
-13,511
-48% -$264K 0.02% 538
2025
Q4 		$552K Sell
28,178
-822
-3% -$16.1K 0.03% 401
2025
Q3 		$567K Sell
29,000
-4,956
-15% -$96.9K 0.04% 355
2025
Q2 		$663K Sell
33,956
-4,247
-11% -$82.8K 0.05% 299
2025
Q1 		$744K Sell
38,203
-1,774
-4% -$34.6K 0.06% 258
2024
Q4 		$777K Buy
39,977
+3,572
+10% +$69.5K 0.06% 258
2024
Q3 		$712K Buy
36,405
+3,993
+12% +$77.6K 0.05% 291
2024
Q2 		$622K Sell
32,412
-1,648
-5% -$31.6K 0.04% 316
2024
Q1 		$654K Sell
34,060
-1,657
-5% -$31.9K 0.04% 308
2023
Q4 		$689K Buy
+35,717
New +$677K 0.05% 278

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return